PipelineDeals Help Center

Files

To view all of the files that have been uploaded to your account that you have permission to see, click on the arrow next to Reports >Files. Here, you’ll get a list view of files uploaded on Company, Deal, and Person profile pages, files attached to emails tracked in PipelineDeals, and any shared files in the account.

Sort and filter for files by clicking on column headers—you can filter by the person who uploaded the file; the company, deal, or person the file is associated to; the date the file was uploaded; and more.

Admins can also upload shared files that are visible to everyone in the account in Account Settings under Shared Files. On the files page, users can filter for shared files by clicking on the Shared column header and selecting 'Yes.'